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Capturing opportunity with new technology

It’s well reported that 10,000 baby boomers retire every day. In this phase, their trusted relationship with their advisor is of utmost importance as they look to maintain their wealth and plan an eventual transfer of assets to their heirs.

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Posted in Technology

Recap: The 2017 Pershing INSITE Conference

Continuing the industry’s focus on technology to help advisors run a better business, Pershing’s INSITE conference last week in sunny San Diego took that theme to the next level with the launch of its new “Integrated Wealth Experience” initiative.

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Posted in Technology

Tech trends for financial advisors: A conversation with Joel Bruckenstein

In a recent webinar, Bob Conchiglia, VP, Advisory Sales for SS&C Advent sat down with Joel Bruckenstein, Producer of the esteemedT3 Advisor Conference, to talk about key opportunities and challenges with technology for financial advisors. The conversation stemmed from this

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Posted in Advisors, Black Diamond Performance Reporting, Technology, Wealth Management and Financial Planning

Advisor Technology Spending Continues

In a previous blog post about the recently held Technology Tools for Today (T3) conference, we highlighted that advisor technology remains hot driven by continued innovation from emerging technologies and the rush by advisors to enhance the client experience. Findings

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Posted in Advisors, Black Diamond Performance Reporting, Technology, Wealth Management and Financial Planning

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